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Axis Retirement Fund - Conservative Plan Direct dividend payout
Hybrid • Retirement • Direct dividend payout
Insufficient fund history to generate its report card
Average credit rating
B
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Retirement
Direct dividend payout
Launched On
20 Dec 2019
6 years ago
Lock-in Period
5 years
NAV
as of 24 Dec 2025
₹17.68
+0.3218% (0.10)
AUM
₹54 Cr
Expense ratio
1.22%
Benchmark
CRISIL Hybrid 75+25 - ConservativeTR INR
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold anytime
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Fund House
Axis
Inc: 09 Oct 2009 • Total AUM: ₹3,18,133 Cr • Rank #7Axis Mutual Fund, started in 2009, has Axis Bank Limited as its sponsor. The fund house is headed by Gop Kumar Bhaskaran as the CEO. As of 31 March 2024, it has an AUM of ₹ 2,74,000 Cr. It functions under the holding company Schroder Singapore Holdings Private Limited. The fund house has more than 1.26 Crore active investor accounts and a presence in over 100 cities.
Fund Managers
Hardik Shah
Experience: 3.90 yrs • Total AUM: 5,77,527 Cr
Devang Shah
Experience: 13.13 yrs • Total AUM: 18,78,348 Cr
Jayesh Sundar
Experience: 2.24 yrs • Total AUM: 2,66,502 Cr
Krishnaa N
Experience: 1.81 yrs • Total AUM: 9,15,288 Cr
Risk
Category risk
High
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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